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Description

We offer Loyalty Reward Programme, Loyalty App and Mobile Loyalty. You can transform your paper punch cards into an easy-to-use mobile app. We also offer tablet loyalty programs that are simple and attractive for your counter. Mobile deals help businesses retain and attract new customers. Customers can be rewarded for sharing information and offers from your business via social media.

Description

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Basecamp No 
Campaign Monitor No 
Dubb No 
Google Docs No 
HubSpot Marketing Hub No 
Jira No 
MIE Trak Pro No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Outlook No 
MySQL No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SQL Server No 
Sage 50 No 
Sage Intacct No 
Spotler No 
XaitCPQ No 
Zapier No 

Integrations

Basecamp Yes 
Campaign Monitor Yes 
Dubb Yes 
Google Docs Yes 
HubSpot Marketing Hub Yes 
Jira Yes 
MIE Trak Pro Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Outlook Yes 
MySQL Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SQL Server Yes 
Sage 50 Yes 
Sage Intacct Yes 
Spotler Yes 
XaitCPQ Yes 
Zapier Yes 

Pricing Details

$49.00/month
No Contracts No Cancellation Fees No Gotchas and Forever Price Lock.
Free Trial No 
Free Version No 

Pricing Details

$39.00 per user per month
Licenses are displayed as £25 / $39 / €30 per user per month for Workbooks CRM, £55 / $78 / €65 per user per month for Workbooks Business and £125 / $167 / €145 for Workbooks Events.

Customers pay for their licenses on an annual basis, in advance. To clarify, customers should expect to pay an annual price of £300 / $468 / €360 per user for Workbooks CRM, £660 / $936/ €780 per user for Workbooks Business and £1,500 / $2,004 / €1,740 per user for Workbooks Events.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Loyalty Reward Stamp

Founded

2013

Country

United States

Website

loyaltyrewardstamp.com

Vendor Details

Company Name

Workbooks

Founded

2007

Country

United Kingdom

Website

www.workbooks.com

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management No 
File Sharing No 
Project Management Yes 
Task Management No 
Time Tracking No 

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management Yes 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping Yes 
Conversion Tracking Yes 
Distribution Management Yes 
Editorial Calendar No 
Multi-Channel Publishing Yes 
Publish Scheduling Yes 
SEO Management Yes 
Social Media Management Yes 
Video Management Yes 

Customer Loyalty

CRM Yes 
Corporate Memberships Yes 
Customer Activity Tracking Yes 
Discount Management Yes 
Gift Card System Yes 
Loyalty Card System Yes 
Member Portal Yes 
Membership Management Yes 
No-Card Loyalty System Yes 
Referral Tracking Yes 
Rewards Management Yes 

eCommerce

CRM No 
Catalog Management No 
Channel Management No 
Customer Accounts No 
Data Security No 
Email Marketing No 
Inventory Management No 
Kitting No 
Loyalty Program No 
Mobile Access No 
Multi-Store Management No 
Order Management No 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management No 
Shopping Cart No 
Templates No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Lead Generation

Contact Discovery Yes 
Contact Import/Export Yes 
Lead Capture Yes 
Lead Database Integration No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools Yes 
Visitor Identification No 

Loyalty Management

CRM Yes 
Customer Activity Tracking Yes 
Discount Management Yes 
Gift Card System Yes 
Loyalty Card System Yes 
Member Portal Yes 
Membership Management Yes 
No-Card Loyalty System Yes 
Referral Tracking Yes 
Rewards Management Yes 
White Label No 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Marketing Planning

Budgeting & Forecasting Yes 
Collaboration Yes 
Flowchart Yes 
Goal Setting / Tracking Yes 
Marketing Calendar Yes 
Media Planning Yes 
Predictive Analytics Yes 
Presentation Tools Yes 
Project Tracking Yes 
Spend Management Yes 

Mobile Marketing

Channel Attribution Yes 
Contextual Targeting Yes 
Coupons Yes 
Email Marketing Yes 
Engagement Monitoring Yes 
In-App Marketing No 
Location-Based Marketing Yes 
Push Notifications Yes 
Text Messaging Yes 
Text-to-Win Yes 

PPC

A/B Testing Yes 
Account Alerts Yes 
Analytics / ROI Tracking Yes 
Bid Management Yes 
Budget Management Yes 
Campaign Management Yes 
Conversion Tracking Yes 
Google / Bing Ads Yes 
Keyword Research Tools Yes 
Keyword Tracking Yes 
Landing Pages / Web Forms Yes 
URL Builder Yes 

Reputation Management

Campaign Management Yes 
Gamification No 
Response Management Yes 
Review Generation Yes 
Review Monitoring Yes 
Sentiment Analysis Yes 
Social Media Metrics Yes 
Social Media Monitoring Yes 
White Label No 

Retargeting

A/B Testing Yes 
Audience Targeting Yes 
Behavioral Targeting Yes 
Conversion Tracking Yes 
Geo Targeting Yes 
Mobile Retargeting Yes 
Personalization Yes 
Recommendation Engine Yes 
Social Media Retargeting Yes 

Search Engine Marketing (SEM)

A/B Testing Yes 
Account Alerts Yes 
Analytics / ROI Tracking Yes 
Bid Management Yes 
Budget Management Yes 
Campaign Management Yes 
Conversion Tracking Yes 
Google / Bing Ads Yes 
Keyword Research Tools Yes 
Keyword Tracking Yes 
Landing Pages / Web Forms Yes 
URL Builder Yes 

SEO

A/B Testing Yes 
Artificial Intelligence (AI) No 
Auditing Yes 
Competitor Analysis Yes 
Content Management Yes 
Dashboard Yes 
Google Analytics Integration Yes 
Keyword Research Tools Yes 
Keyword Tracking Yes 
Link Management Yes 
Localization Yes 
Mobile Search Tracking Yes 
Rank Tracking Yes 
Revenue Management Yes 
User Management Yes 

SMS Marketing

2-Way Messaging No 
Artificial Intelligence No 
Contact Management Yes 
MMS No 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons Yes 
Mobile Keywords Yes 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes Yes 
Text-to-Win Yes 

Social Media Management

Automated Publishing Yes 
Brand Tracking Yes 
Content Management Yes 
Customer Engagement Yes 
Multi-Account Management Yes 
Multi-User Collaboration Yes 
Post Scheduling Yes 
Reporting/Analytics Yes 
Social Media Monitoring Yes 

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting Yes 
Keyword Filtering Yes 
Multi-Account Management Yes 
Post Scheduling Yes 

Social Media Monitoring

Audience Segmentation Yes 
Competitive Analysis Yes 
Configurable Alerts Yes 
Customer Engagement Yes 
Dashboard Yes 
Impact Scoring Yes 
Influencer Tracking Yes 
Reputation Management Yes 
Sentiment Analysis Yes 
Trend Tracking Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Social Media Management

Automated Publishing Yes 
Brand Tracking Yes 
Content Management Yes 
Customer Engagement Yes 
Multi-Account Management Yes 
Multi-User Collaboration Yes 
Post Scheduling Yes 
Reporting/Analytics Yes 
Social Media Monitoring Yes 

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